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Seamless Handover: Optimising the BDM–PM Workflow

EPISODE · Oct 26, 2025 · 27 MIN

Seamless Handover: Optimising the BDM–PM Workflow

from PM Collective - The ART of property management · host Ashleigh Goodchild

Send us Fan MailWe sit down with Karlie from Boutique Realty in Perth to unpack how a modern BDM drives growth across sales, onboarding, and property management. We map the tools, scripts, and handover routines that keep owners confident, PMs informed, and marketing consistent.• BDM background vs property management experience• In‑person appointments vs online meetings• High volume vs high value market dynamics• Social, website, and sales database lead sources• CRM choices: IRE/BDM (Reapit) vs Phoenix• Light automation plus phone-first follow-up• Onboarding flow from appraisal to lease• Capacity triggers and task splitting• PM trust via weekly huddles and visibility• Post‑handover boundaries and owner support• 12‑month touchpoints and investor audits as strategyIf anyone needs to reach out to myself or Karlie, just send through a message. We’re always very happy to help.This podcast is sponsored by PropertyMe.Australia's #1 Property Management Software. www.propertyme.com.au This podcast is sponsored by Inspection Express. Inspection Express and Paperless Office is the leader in innovative, time saving property Inspection Software.Property Management Software | Inspection Express & Paperless Office (ipropertyexpress.com)Support the show

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Seamless Handover: Optimising the BDM–PM Workflow

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